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By: Ricardo David Flores

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Lead Capture and Distribution Functions & Features

Modules include Lead Entry;Lead Routing and Distribution;.. Lead Capture and Distribution Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Lead Capture and Distribution Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:

  • complete response from each CRM software vendor
  • deep and accurate evaluation of submitted CRM proposals
  • impartial side-by-side comparison of CRM solutions evaluated
  • rational and documented selection of the best matching CRM system

The CRM software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the CRM solutions from scratch.

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The Lead Capture and Distribution Functions & Features comprise the following elements:

  • Lead Entry

    This includes Support for manual entry of leads;Support for automated entry of leads from events and webinars;Support for automated entry of leads from direct mail marketing responses;Support for automated entry of leads from e-mail marketing responses;Support for automated entry of leads from a contact center;Support for de-duplication of leads;. Lead Entry, Lead Capture and Distribution Functions & Features

  • Lead Routing and Distribution

    Features and functions below include Support for defining sales organization hierarchy;Support for importing sales organization hierarchy created in another application;Ability to define routing rules based on lead attributes;Ability to define routing rules based on capacity constraints;Ability to define routing rules based on best fit algorithm;Ability to define routing rules based on lead scores;. Lead Routing and Distribution, Lead Capture and Distribution Functions & Features

TEC Advisor can save you up to 90% of the time you would have otherwise spent figuring out on your own which CRM solution is the best for your needs.

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Functions and Features